Wealth Effect Group Information

Most successful Australians don't have a money problem. They have a coordination problem. The business sits with one adviser, the super with another, the tax with the accountant, and nobody is looking at how it all fits together. That's where opportunities get missed. Wealth Effect Group plans it as one. Your business, structures, super, tax, investments, protection and retirement, built into a single strategy and reviewed as your life changes. Who we work with • Business owners and professionals in their 40s, 50s and beyond • Pre-retirees and retirees • Medical, dental and allied health professionals • Commercial pilots and cabin crew • Families planning for the next generation How we work • Fixed fees agreed in writing • Advice coordinated with your accountant • Offices on the Gold Coast (Currumbin) and in Melbourne, and Australia-wide by video Book a free 15-minute chat at wealtheffectgroup.com.au/book-a-chat or call 1300 459 101. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738. Content on this page is general advice only and doesn't take into account your objectives, financial situation or needs.